DSM
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom -3.2% ·
netto nieuwe posities -4.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +2 | 2.44M | $14.99M | +3 | −2 |
| Q1 2026 | 21 | -2 | 2.33M | $14.02M | +1 | −3 |
| Q4 2025 | 23 | -1 | 2.46M | $15.17M | n/a | −1 |
| Q3 2025 | 2 | 0 | 444.73K | $2.63M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.97K | $83,843 | n/a | n/a |
| Q1 2025 | 1 | 0 | 48.33K | $278,887 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.70K | $79,591 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.01K | $105,972 | n/a | n/a |
| Q2 2024 | 1 | n/a | 87.17K | $517,808 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 583.17K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 404.63K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 362.33K | -15.7% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 194.12K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Capstone Investment Advisors, Llc | 187.56K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Nuveen, LLC | 136.10K | n/a | $839,731 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 112.79K | n/a | $695,932 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 103.42K | n/a | $638,083 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 73.35K | n/a | $452,589 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 60.73K | n/a | $374,691 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 47.61K | n/a | $293,761 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 42.45K | n/a | $261,929 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 25.72K | n/a | $158,710 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 23.26K | n/a | $143,511 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 21.91K | n/a | $135,167 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 20.24K | n/a | $124,862 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 18.88K | n/a | $116,468 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 16.01K | n/a | $98,806 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 11.85K | n/a | $73,133 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 10.00K | n/a | $61,700 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.57K | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 500 | n/a | $3,085 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 1 | n/a | $6 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $87,948 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 87 houders, 25.33M aandelen, $134.27M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.